Cohu Inc (COHU)vsLG Display Co Ltd (LPL)
COHU
Cohu Inc
$57.08
+4.29%
TECHNOLOGY · Cap: $2.45B
LPL
LG Display Co Ltd
$3.31
+5.08%
TECHNOLOGY · Cap: $3.26B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 4841823% more annual revenue ($25.30T vs $522.60M). LPL leads profitability with a -5.3% profit margin vs -7.4%. COHU appears more attractively valued with a PEG of 1.15. COHU earns a higher WallStSmart Score of 42/100 (D).
COHU
Hold42
out of 100
Grade: D
LPL
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.1%
Fair Value
$26.25
Current Price
$57.08
$30.83 premium
Intrinsic value data unavailable for LPL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 38.4% year-over-year
Reasonable price relative to book value
Generating 691.0B in free cash flow
Areas to Watch
Operating margin of 0.6%
ROE of -7.2% — below average capital efficiency
Earnings declined 84.3%
Currently unprofitable
0.4% revenue growth
Expensive relative to growth rate
ROE of -1.3% — below average capital efficiency
Earnings declined 76.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : COHU
The strongest argument for COHU centers on Revenue Growth. Revenue growth of 38.4% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bear Case : COHU
The primary concerns for COHU are Operating Margin, Return on Equity, EPS Growth.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Key Dynamics to Monitor
COHU profiles as a hypergrowth stock while LPL is a turnaround play — different risk/reward profiles.
COHU carries more volatility with a beta of 1.60 — expect wider price swings.
COHU is growing revenue faster at 38.4% — sustainability is the question.
LPL generates stronger free cash flow (691.0B), providing more financial flexibility.
Bottom Line
COHU scores higher overall (42/100 vs 36/100) and 38.4% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cohu Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Cohu, Inc. is engaged in semiconductor inspection and test equipment and printed circuit board (PCB) test equipment businesses in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company is headquartered in Poway, California.
Visit Website →LG Display Co Ltd
TECHNOLOGY · CONSUMER ELECTRONICS · USA
LG Display Co., Ltd. is dedicated to the design, manufacture and sale of thin film transistor liquid crystal displays (TFT-LCD) and display panels based on organic light emitting diode (OLED) technology. The company is headquartered in Seoul, South Korea.
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